How to hire a commercial account representative

How to hire a commercial account representative, step by step

Here's a step-by-step commercial account representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a commercial account representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new commercial account representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a commercial account representative, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A commercial account representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, commercial account representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list shows salaries for various types of commercial account representatives.

   Type of Commercial Account Representative	Description	Hourly rate
   Commercial Account Representative	Wholesale and manufacturing sales representatives sell goods for wholesalers or manufacturers to businesses, government agencies, and other organizations. They contact customers, explain product features, answer any questions that their customers may have, and negotiate prices.	$13-26
   Sales Representative Internship	In a sales representative internship, an intern's duties depend on the directives of a supervising staff or manager. Typically, they are responsible for gaining industry insights while performing clerical tasks such as preparing and processing documents, greeting visitors, disseminating and organizing files, and running errands as needed... Show more	$12-20
   Insurance Representative	An insurance representative serves as a client's point of contact in insurance companies. Their responsibilities include researching client opportunities, reaching out to potential clients to offer products and services, discussing terms and policies, providing detailed advice, and assisting in every procedure, ensuring convenience and client satisfaction... Show more	$13-21

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • CRM
   • Data Entry
   • Product Knowledge
   • Commercial Property
   • National Accounts
   • Account Management
   • Plumbing
   • Insurance Policies
   • Inbound Calls
   • Customer Satisfaction
   • Trade Shows
   • Customer Issues
   • AMS

   Check all skills

   Responsibilities:

   • Manage and maintain an internal database system to generate reports and produce accurate account information for patients and insurance companies.
   • Determine presumptive Medicare and/or Medicaid eligibility.
   • Determine presumptive Medicare and/or Medicaid eligibility.

3. Make a budget

   Including a salary range in your commercial account representative job description is one of the best ways to attract top talent. A commercial account representative can vary based on:

   • Location. For example, commercial account representatives' average salary in tennessee is 56% less than in alaska.
   • Seniority. Entry-level commercial account representatives 50% less than senior-level commercial account representatives.
   • Certifications. A commercial account representative with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a commercial account representative's salary.

   Average commercial account representative salary

   $40,080yearly

   $19.27 hourly rate

   ---

   Entry-level commercial account representative salary

   $28,000 yearly salary

   Updated January 20, 2026

4. Writing a commercial account representative job description

   A commercial account representative job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a commercial account representative job description:

   Commercial account representative job description example

   Patient Account Representative $18 /hr. Monday-Friday 8:00am - 4:30pm or 8:30am -5:00pm Loop Central Drive
   The Patient Account Representative Is Responsible For:
   

   • Utilize payor websites to get information on eligibility, EOBs, claim status and on-line inquiries:
   • Avidity, Aetna, Cigna, Human, WellCare, Tricare, United Healthcare, Amerigroup, Molina
   • Ensuring that work queues are worked daily and monitoring follow-up activities.
   • Update the system with any follow-up activities that are being worked or completed.
   • Report payment variances, claim rejections, payor reimbursement issues, or other system issues immediately to management. Completing research daily on each account which includes
   • reviewing EOBS, Ras and correspondence from payors that relate to account activities.
   • Monitoring account reimbursement daily to ensure that payments are accurate and processed timely.
   • Updating patient demographic, insurance, and other patient information. • Must apply appropriate adjustment on accounts which require additional contractual adjustments or a write-off.
   • Review patient accounts to determine the next collection action, whether negotiation payment arrangement or discount, proceeding with legal action, or conducting additional insurance follow-up.
   • Research denied claims and determines the appropriate course of action to resolve account balances through EPIC Account work queues.
   • Identifies issues that are creating denials and works with associated departments to prevent future denials.

   Requirements :
   

   • Previous patient account representative experience
   • EPIC
   • EOBs, claims, eligibility
   • Understanding of major insurance carriers

   About Resource Staffing
   Resource Staffing is an affiliate of The Reserves Network, a family-owned and veteran-founded company. Since 1989, we have been bringing employers and job seekers together in a variety of industries and positions throughout the great state of Texas.
   As an equal opportunity employer, we value our employees and foster an environment of respect, integrity, and trust in every aspect of employment. However you identify and whatever your background, we encourage you to apply today.
   #HG

   Copy this example

   

5. Post your job

   There are a few common ways to find commercial account representatives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your commercial account representative job on Zippia to find and recruit commercial account representative candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit commercial account representatives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new commercial account representative

   Once you've found the commercial account representative candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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